Shows
Access Utah'In a Rugged Land' with James Swensen on Access Utah"In a Rugged Land" examines the history and content of the two photographers' forgotten collaboration "Three Mormon Towns." We revisit our conversation from 2019 with author James Swenson.
2025-08-2851 min
Latter-day Saint ArtLatter-day Saint Art Episode 4: GeographiesJenny Champoux: Hello and welcome back to Latter-day Saint Art, a limited series podcast from Wayfare Magazine. I'm your host, Jenny Champoux. In Latter-day Saint Art, I'll guide you through an examination of the artistic tradition of The Church of Jesus Christ of Latter-day Saints. Each guest is a contributor to the new book, Latter-day Saint Art: A Critical Reader, from Oxford University Press and the Center for Latter-day Saint Arts.Please note that a transcript of each episode, along with the images we discuss, is available at Wayfaremagazine.org.In this episode, we'll consider...
2025-04-021h 04
Girls Gone HallmarkA Sprinkle of Deceit: A Hannah Swensen MysteryGet ready for a slice of mystery as Girls Gone Hallmark reviews A Sprinkle of Deceit: A Hannah Swensen Mystery! Megan and Wendy whip up a delightful discussion about the intriguing twists and turns, from the sweet surprises to the shocking revelations. They knead through the plot, sprinkle in some thoughts on the characters, and serve up plenty of insights about the twists and turns along the way. You won’t want to miss this delicious episode, so grab a cupcake and listen to the review now. Email us your review at girlsgonehallmark@gmail.com or let’s talk about it in...
2024-10-0824 minGirls Gone HallmarkA Sprinkle of Deceit: A Hannah Swensen MysteryGet ready for a slice of mystery as Girls Gone Hallmark reviews A Sprinkle of Deceit: A Hannah Swensen Mystery! Megan and Wendy whip up a delightful discussion about the intriguing twists and turns, from the sweet surprises to the shocking revelations. They knead through the plot, sprinkle in some thoughts on the characters, and serve up plenty of insights about the twists and turns along the way. You won’t want to miss this delicious episode, so grab a cupcake and listen to the review now. Email us your review at girlsgonehallmark@gmail.com or let’s talk about it in...
2024-10-0824 min
Unscripted: A Nolapapa PodcastFinding Peace & Then Sharing It: Featuring WWL TV Icon Karen Swensen & Psychic, Medium & Author Cari RoySend a textIf you have not gathered by now, I really love local news anchors and journalists. From a kid until now, I love following along with different ones. I remember as a boy there was this one news lady named Jean Burns back home on WDAM in Hattiesburg, Ms.Holy Smokes. She was a knock out. And her name was so French like. I was smitten. Imagine my reaction when my little sister won a big beauty pageant and the news came to our house to film an interview. As I looked out of...
2024-05-171h 28
Girls Gone HallmarkMs. Christmas Comes to TownGirls Gone Hallmark is the best podcast for Hallmark movie fans! Join Megan and Wendy as they dish out the deets on the heartwarming holiday flick from Hallmark Movies and Mysteries, "Ms. Christmas Comes to Town." Starring Erica Durance, Brennan Elliott, and Barbara Niven, this movie is definitely worth the watch. If you enjoy listening to Girls Gone Hallmark, we could definitely use your 5-star ratings and written reviews on your preferred podcast platform. Apple Podcast listeners: Use your phone’s podcast app -> find the Girls Gone Hallmark show -> scroll all the way down to the review section ->...
2023-11-0131 minGirls Gone HallmarkMs. Christmas Comes to TownGirls Gone Hallmark is the best podcast for Hallmark movie fans! Join Megan and Wendy as they dish out the deets on the heartwarming holiday flick from Hallmark Movies and Mysteries, "Ms. Christmas Comes to Town." Starring Erica Durance, Brennan Elliott, and Barbara Niven, this movie is definitely worth the watch. If you enjoy listening to Girls Gone Hallmark, we could definitely use your 5-star ratings and written reviews on your preferred podcast platform. Apple Podcast listeners: Use your phone’s podcast app -> find the Girls Gone Hallmark show -> scroll all the way down to the review section ->...
2023-11-0131 min
Breaking Down PatriarchyStories of Native American Boarding Schools - with Dr. Farina KingAmy is joined by Dr. Farina King to discuss truths of American genocide and explore the tragic history behind Native American boarding schools.Farina King, a citizen of the Navajo Nation, is the Horizon Chair of Native American Ecology and Culture and Associate Professor of Native American Studies at the University of Oklahoma. She received her Ph.D. at Arizona State University in History. King specializes in twentieth-century Native American Studies, especially Indigenous experiences in boarding schools. She is the author of The Earth Memory Compass: Diné Landscapes and Education in the Twentieth Century, and co-author with Michae...
2023-10-031h 12
Love and NonsenseHallmark May 2023 Previews: When Love Springs, Dream Moms, Love in Zion National, The Jane Mysteries, and Hannah Swensen MysteriesStephanie and Kerrie are back from their break in April to bring you the May line up! Hallmark - all movies on Saturdays at 8 PM: May 6th - When Love Springs - Rhiannon Fish and James O'HalloranDream Moms - Tamera Mowry-Housley and Chelsea HobbsLove in Zion National: A National Park Romance - Cindy Busby and David Gridley Hallmark Movies & Mysteries - all movies on Fridays at 9 PM The Jane Mysteries: Inheritance Lost - Jodie Sweetin and Stephen Huszar Carrot Cake Murder: A Hannah Swensen Mystery - Alison Sweeney, Cameron Mathison, and Barbara Niven
2023-05-0316 min
This Week in Intelligent InvestingOverconfidence, Under-Reaction, and Warren Buffett’s InvestmentsIn this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss the research paper, "Overconfidence, Under-Reaction, and Warren Buffett's Investments", by John S. Hughes, Jing Liu, and Mingshan Zhang.
The paper is available at https://papers.ssrn.com/sol3/papers.cfm?abstract_id=1635061
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The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy o...
2023-04-1554 minThis Week in Intelligent InvestingTurmoil in the Global Banking System: Causes, Remedies, OpportunitiesIn this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss the turmoil in the global banking system, delving into causes, remedies, and opportunities for intelligent investors.
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The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should not be relied upon as a...
2023-03-251h 22This Week in Intelligent InvestingThe End of TINA -- Does ”There Is No Alternative” to Equities Still Apply?In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss the end of TINA ("there is no alternative" to equities) and how investors should think about protecting and growing wealth in a treacherous environment.
Enjoy the conversation!
The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on t...
2023-03-1253 minThis Week in Intelligent InvestingThinking About Artificial Intelligence and Its Implications for InvestorsIn this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss artificial intelligence, its capabilities and shortcomings, related trends, and implications for investors.
Enjoy the conversation!
The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should not be relied upon as a basis for your o...
2023-02-2648 minThis Week in Intelligent InvestingBed Bath & Beyond and the Fleecing of the American Retail InvestorIn this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss the Bed Bath & Beyond saga and draw analogies to past case studies, including DryShips and Hertz.
Enjoy the conversation!
The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should not be relied upon as a...
2023-02-1951 minThis Week in Intelligent InvestingThe Opportunity in Beaten-Down, Money-Losing Growth BusinessesIn this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss long-term investment opportunities among fast-growing but money-losing companies whose stock prices have declined precipitously over the past year.
Enjoy the conversation!
The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should not be relied u...
2023-01-2958 minThis Week in Intelligent InvestingPrivate Equity and the Game of ”Volatility Laundering”In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss the private equity asset class and the dangerous game of "volatility laundering", a concept popularized by Cliff Asness.
Enjoy the conversation!
The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should not be relied u...
2023-01-1549 min
The Health Foundation podcastThe year that was – 2022 round-up
What a rollercoaster year it's been. In this Christmas round-up, we're looking back over our 2022 podcast episodes and pulling out some top insights for you to reflect on.
Our chief executive Dr Jennifer Dixon shares clips from:
Catherine Howarth and John Godfrey, Are businesses and investors really serious about improving our health?
Dame Carol Black and Dr João Castel-Branco Goulão, Tackling the drug problem in the UK and Portugal
Professor Kevin Fenton and Richard Sloggett, Time to get tougher on the risk factors fraying our health?
Dame Clare Moriarty and Bim Afolami MP, Will the ri...
2022-12-2031 minThis Week in Intelligent InvestingYear in Review: Why 2022 Was a Year to Remember and Possibly a Turning PointIn this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss some of the "highlights" of 2022, why it was a year to remember, and why it may have been a turning point for investors.
Enjoy the conversation!
The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this p...
2022-12-1854 minThis Week in Intelligent InvestingHow to Invest When You Like the Business But Not Necessarily the Management TeamIn this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss a type of situation often encountered by investors -- when you like a company's business model and prospects but do not agree with management's strategy or capital allocation policies.
Enjoy the conversation!
The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. S...
2022-12-0448 minThis Week in Intelligent InvestingReflecting on the FTX Debacle and the Factors That Made It PossibleIn this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss the FTX debacle and the factors that made such an epic disaster not only possible but perhaps likely.
Enjoy the conversation!
The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should not be relied u...
2022-11-2052 min
Yadkin County Public LibraryEpisode 45: Cozy on Up in NC Cardinal - Pumpkin Spice and Thanksgiving coziesWelcome to the next episode of Cozy on up in NC Cardinal! Each episode is a journey through a Cozy Mystery theme or author available in NC Cardinal. I open with a discussion of the history of pumpkin, pumpkin (pie) spice, and how it has become such a big part of American baking, and has now moved beyond that into coffee and now into many other things. As with any reader, we all rotate through various genres and authors, and flip-back-and-forth to our favorites we’ve read many times, trying new authors, and testing different formats like eBooks, audiobooks, la...
2022-11-1649 minThis Week in Intelligent InvestingThe Capacity to Suffer, How It Applies in Practice, and the Case of MetaIn this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss the Tom Russo-championed concept of "the capacity to suffer", how to apply it in practice, and to what extent it can be used to think about the recent woes at Meta Platforms.
Enjoy the conversation!
The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell a...
2022-11-0640 min
財演師 | 黑若斯 Herostratus | 廣東話財經 Podcast第12集 耶魯大學如何成為世界上最好的投資基金之一在精英投資者的行列中，很少有人能與已故的Yale Endowment耶魯大學捐贈基金前負責人David Swensen媲美，皆因Swensen對投資和資產配置的創新方法，徹底改變了捐贈基金的投資方式，這種方法被稱為 "耶魯模式"。在三十年的時間，Swensen將耶魯大學的捐贈基金從13億美元增加到超過420億美元，平均年回報率超過12%。今日我們將深入研究耶魯模式，看看我們在管理自己的投資組合時可以從他們身上學到什麽。大家亦可以前往我們的「網站」了解更多內容。相關資料The Yale Investment Office: https://investments.yale.edu/Paradigm: https://www.paradigm.xyz/portfolio希望各位鍾意今集既內容。歡迎分享你嘅意見同想聽啲咩主題: herostratus@yahoo.com更多精彩內容: crazyrichpeasants.com
2022-10-2311 min
In Good FaithEp. 128 Farina KingDr. Farina King joins the podcast to discuss her experiences with the spiritual power of the peoples and places of Dine culture. To learn more go to https://farinaking.com/.
Farina King, a citizen of the Navajo Nation, is the Horizon Chair in Native American Ecology and Culture and Associate Professor of Native American Studies at the University of Oklahoma, in the ancestral lands of the Caddo Nation and Wichita & Affiliated Tribes.
Many diverse Indigenous peoples have converged in the region of what is now considered Norman, Oklahoma, including Apache, Comanche, Kiowa, and Osage nations. Before joining the University of...
2022-10-2327 minThis Week in Intelligent InvestingDavid Einhorn on Value Investing: Will It Ever Come Back?In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss David Einhorn's recent comments on value investing, which are available at https://youtu.be/ERa_d7PpbYU?t=31
Enjoy the conversation!
The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should not be relied u...
2022-10-2247 min
Native CirclesTeagan Dreyer on Native Identity and Self-Determination within Reclaimed Boarding SchoolsTeagan Dreyer shares with us her personal experiences and research of Native identity and self-determination within reclaimed boarding schools. Teagan is a citizen of the Choctaw Nation of Oklahoma in her second year of the History PhD program at Oklahoma State University in Stillwater, Oklahoma. She studies the experiences of Native American students in federal and tribally-run boarding schools post-World War II. In her research Teagan has focused on the experiences of students in Oklahoma but is also concerned with schools around the country. This research has led Teagan to study the implications of changing federal policies...
2022-10-1551 minThis Week in Intelligent InvestingReflections on Buffett’s Famous Essay, ”How Inflation Swindles the Equity Investor”In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss Warren Buffett's famous 1977 essay, "How Inflation Swindles the Equity Investor". The co-hosts examine equity investing in the context of an inflationary environment.
Enjoy the conversation!
The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast s...
2022-10-0954 minThis Week in Intelligent InvestingThe Challenge and Risks of Managing Inventory in Light of COVID-Related Demand SwingsIn this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss the challenges some companies have experienced managing their inventory levels in light of COVID-related demand swings. In particular, the hosts reflect on a Wall Street Journal article about Scotts Miracle-Gro (NYSE: SMG). They also touch on the challenges faced by Peloton (Nasdaq: PTON).
Enjoy the conversation!
The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed a...
2022-09-2446 minThis Week in Intelligent InvestingThe Cyclicality of Malthusianism, and Related Investment ImplicationsIn this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss the cyclicality of Malthusianism, and related investment implications.
"Malthusianism is the idea that population growth is potentially exponential while the growth of the food supply or other resources is linear, which eventually reduces living standards to the point of triggering a population die off." (source: Wikipedia)
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The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of i...
2022-09-1137 min
Speak Your Piece: a podcast about Utah's historyReturning Home: Diné Poetry, Essays, Art & Journalism from Utah's Intermountain Indian School (1950-1983, Brigham City, UT) (S3 E14)Date: November 29, 2021 (Season 3, Episode 14: 102 minutes long). Click Here to see the SYP webpage page which includes art from the book, photos of the co-authors, recommended readings and a site plan for Intermountain Indian School, circa 1980s. Are you interested in other episodes of Speak Your Piece? Click here.Podcast Content: This episode is about literary and creative expressions--works of poetry, essays, art and journalism--produced by Diné or Navajo junior high and high school students, and older students ages 18 to 24, who returned to complete their high school years at IIS. F...
2022-08-261h 43This Week in Intelligent InvestingThe Futility of Recession Forecasting as Part of an Investment ProcessIn this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss the futility of recession forecasting as a way of informing investment and portfolio management decisions.
Enjoy the conversation!
The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should not be relied upon as a b...
2022-07-1045 minThis Week in Intelligent InvestingSPECIAL: Vitaliy Katsenelson on the Stoic ”Operating System”, Painful Experiences in InvestingIn this special episode we are joined by Vitaliy Katsenelon, CIO of Denver-based value investing firm IMA and author of Soul In the Game. In this wide-ranging conversation we discuss what inspired Vitaliy to write the book, the Stoic "operating system for life," painful experiences in investing, and how to think and debate like a scientist.
Enjoy the conversation!
The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be c...
2022-07-031h 01This Week in Intelligent InvestingThe Evolution of Financial Distress | Investor Fatigue and Mental ExhaustionIn this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss (1) how the likelihood of financial distress has evolved since the financial crisis of 2008, and (2) the mental exhaustion and fatigue many investors feel as a result of the experience of the past few years.
Enjoy the conversation!
The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or s...
2022-06-1847 minThis Week in Intelligent InvestingMichael Mauboussin’s ”Man Overboard Moment” and Sector RotationIn this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss the "man overboard moment" Michael Mauboussin wrote about in a 2015 white paper entitled, "Managing the Man Overboard Moment." We also talk about the concept of "sector rotation."
Enjoy the conversation!
The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific i...
2022-06-0544 minThis Week in Intelligent InvestingPost-COVID Growth Curves of Growth CompaniesIn this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss post-COVID growth curves of fast-growing businesses. For background, see the Q1 letter of RGA Investment Advisors at https://www.rgaia.com/wp-content/uploads/2022/05/Q122-Investment-Commentary-.pdf
Enjoy the conversation!
The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information s...
2022-05-2246 minThis Week in Intelligent InvestingSPECIAL: Mary Childs on Her Book, The Bond King: How One Man Made a Market, Built an Empire, and Lost It AllIn this special episode, co-host Phil Ordway speaks with Mary Childs, author of The Bond King: How One Man Made a Market, Built an Empire, and Lost It All.
About the Guest:
Mary Childs is a co-host of NPR's Planet Money podcast. Before joining the team in 2019, she was a senior reporter at Barron's magazine, where she covered the alternatives industry, the bond market and capitalism. Before that, she worked at the Financial Times and Bloomberg News. She's written about the pioneering of new asset classes like time, billionaire's proposals to solve inequality and diversity...
2022-05-1742 minThis Week in Intelligent InvestingReflecting on the Buffett & Munger Show at the Berkshire Hathaway Annual MeetingIn this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss impressions and takeaways from the Q&A session with Warren Buffett and Charlie Munger at the Berkshire Hathaway Annual Meeting 2022.
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The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should not b...
2022-05-0846 minThis Week in Intelligent InvestingTwitter, Berkshire Hathaway, and Corporate GovernanceIn this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss timely issues in corporate governance, including the pending sale of Twitter to Elon Musk and proposals at the Berkshire Hathaway annual meeting.
Enjoy the conversation!
The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast s...
2022-05-0153 minThis Week in Intelligent InvestingPricing vs. Valuation and Companies in Transition | When ”Safety” Is Not CheapIn this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss pricing versus valuation, especially in the context of "transition" companies, such as Netflix. We also talk about the implications of so-called safe equities trading at high multiples.
Enjoy the conversation!
The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific i...
2022-04-2451 min
Quick PicksEpisode 28: Our Favorite SeriesWe have become a binging society, and what better to binge than a scrumptious book series? Tana and I have read and continue to read a ton of series of multiple genres and we're sharing a few of our favorites.
Discussed:
John Sandford: Lucas Davenport, Virgil Flowers, and Letty Davenport
William Kent Krueger: Cork O'Connor
Robert B. Parker: Spenser, Jesse Stone, and Sunny Randall
Sara Paretsky: V.I. Warshawski
Elizabeth Berg: Mason
Stephen King & Richard Chizmar: The Button Box
JoJo Moyes...
2022-04-1534 minThis Week in Intelligent InvestingA Discussion of Energy: Opportunities and Challenges Facing InvestorsIn this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss the energy sector as a source of opportunities and challenges for intelligent investing.
Enjoy the conversation!
The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should not be relied upon as a basis for y...
2022-04-1045 minThis Week in Intelligent InvestingInvesting in Housing and Homebuilders: A Discussion of Sector DynamicsIn this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss intelligent investing in housing and homebuilders. We focus on the sector dynamics, without giving specific investment recommendations.
Enjoy the conversation!
The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should not be relied upon a...
2022-04-0346 minThis Week in Intelligent InvestingSPECIAL: Max Frumes on His Book, The Caesars Palace Coup: How a Billionaire Brawl Over the Famous Casino Exposed the Power and Greed of Wall StreetIn this special episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic speak with Max Frumes, co-author of The Caesars Palace Coup: How a Billionaire Brawl Over the Famous Casino Exposed the Power and Greed of Wall Street.
About the Guest:
Max Frumes leads a news team at Fitch Solutions covering corporate debt and restructuring. He previously was the founding editor of a leading publication covering corporate bankruptcy, and before that reported for S&P’s Leveraged Commentary & Data and The Deal. Frumes received his undergraduate degree from the University of California, Berkeley, and an MS...
2022-03-2750 minThis Week in Intelligent InvestingSPECIAL: Roger Lowenstein on Ways and Means: Lincoln and His Cabinet and the Financing of the Civil WarIn this special episode, TWIII co-host Phil Ordway welcomes Roger Lowenstein, author of the newly published book, Ways and Means: Lincoln and His Cabinet and the Financing of the Civil War.
About the Guest:
Roger Lowenstein reported for The Wall Street Journal for more than a decade. His work has appeared in The Wall Street Journal, Bloomberg, The New York Times, the Washington Post, Fortune, Atlantic, the New York Review of Books, and other publications. His books include the NYT bestsellers Buffett, When Genius Failed, and The End of Wall Street, and the critically acclaimed...
2022-03-2039 minThis Week in Intelligent InvestingWhen Markets Trade on Headlines Rather Than Value | ”Safe” Assets Amidst the ChaosIn this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss (i) times when markets trade on headlines rather than value; and (ii) "safe" assets amidst all the chaos in the world.
Enjoy the conversation!
The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should n...
2022-03-0654 minThis Week in Intelligent InvestingSPECIAL: Mario Cibelli on the New Reality for Public Small-/Mid-Cap Growth CompaniesIn this special episode, Mario Cibelli joins us to talk about the "rapidly forming new reality for public small/mid growth companies," the steps companies can take to adapt to this new normal, and how portfolio managers should think about diversification and turnover.
About the Guest:
Mario D. Cibelli is the General Partner of Marathon Partners L.P., an Investment Partnership focused on less efficient areas of the marketplace. The partnership follows sectors such as spin-offs, orphan IPOs, reverse mergers, rights offerings, re-caps, limited ‘float’ securities, bankruptcies, post bankruptcies, partnership securities, mutual owned conversions, small capi...
2022-02-271h 01This Week in Intelligent InvestingWhy Executive Compensation Matters | Covid Winners and Losers, and How the Market ThinksIn this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss (i) executive compensation, and why the details should matter to long-term investors; and (ii) Covid winners and losers: were the winners really the losers, and vice versa?
Enjoy the conversation!
The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific i...
2022-02-201h 01This Week in Intelligent InvestingSPECIAL: Adam J. Schwartz on Designing a Business to Fit Your Investment ApproachIn this special episode, co-hosts Phil Ordway and John Mihaljevic speak with Adam J. Schwartz, Chief Investment Officer of Black Bear Value Partners, about the challenge and opportunity of designing an investment business that is most congruent with the manager's investment philosophy.
About the Guest:
Adam J. Schwartz manages Black Bear Value Partners. He has nearly two decades of buy-side investment experience in a variety of themes including equities, structured products, corporate credit and capital structure arbitrage. Prior to founding the Investment Manager, Adam served as a Director and senior member of the investment team...
2022-02-1356 minThis Week in Intelligent InvestingThe Mistake of Not Selling Soon Enough | Reading for Purpose and the Importance of JournalismIn this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss (i) "overstaying one's welcome" as an investor, or how to think about selling vs. holding; and (ii) reading for purpose and the importance of journalism.
Enjoy the conversation!
The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared o...
2022-02-0657 minThis Week in Intelligent InvestingThe Inflation Debate | Investing in Unprofitable CompaniesIn this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss (i) the inflation debate, and whether the word "transitory" still has relevance; and (ii) investing in unprofitable companies.
Enjoy the conversation!
The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should not be relied u...
2022-01-2354 minNative CirclesConversation with Authors of Returning Home: Diné Creative Works from the Intermountain Indian SchoolIn this episode, we feature the book Returning Home: Diné Creative Works from the Intermountain Indian School. We speak with the authors Dr. Farina King, Dr. Michael P. Taylor, and Dr. James Swensen, who share their thoughts and experiences from working on the book and with the Diné (Navajo) people. Returning Home works to recover the lived experiences of Native American boarding school students through creative works, student oral histories, and scholarly collaboration. The book reveals a longing for cultural connection and demonstrates cultural resilience. Despite the initial Intermountain Indian School agenda to send Diné students away and...
2022-01-2047 minThis Week in Intelligent InvestingInvesting and Life Lessons from Lou Simpson | Lumpy 15 Percent ＞ Smooth 12 PercentIn this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss (i) investing and life lessons learned from the late Lou Simpson; and (ii) Buffett's quote, “Charlie (Munger) and I would much rather earn a lumpy 15 percent over time than a smooth 12 percent.”
Enjoy the conversation!
The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any p...
2022-01-1647 minThis Week in Intelligent InvestingDisparity of Large-Cap vs. Small-/Mid-Cap Valuations | Peter Bernstein on Bubbles and SurvivalIn this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss (i) the historically high disparity between large-cap vs. small-/mid-cap valuation; and (ii) Peter Bernstein on survival and the avoidance of disaster, as well as managing through bubbles.
Enjoy the conversation!
The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security s...
2022-01-0943 minThis Week in Intelligent InvestingSuperforecasting and the Good Judgment Open | Biggest Lessons of the Year 2021In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss (i) superforecasting and the Good Judgment Open; and (ii) the biggest lessons of the year 2021.
Enjoy the conversation!
The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should not be relied upon as a b...
2021-12-1953 minThis Week in Intelligent InvestingMichael Mauboussin‘s Expectations Investing | The Right Amount of LyingIn this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss (i) the new edition of Michael Mauboussin's book, Expectations Investing; and (ii) the "right" amount of lying -- prompted by Rohit Krishnan's essay, "How Much Should You Lie?"
Enjoy the conversation!
The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security s...
2021-12-1255 minThis Week in Intelligent InvestingThe Future of Brands and Brand Value | Leadership Change at TwitterIn this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss (i) the future of brands, and how to think about brand value; and (ii) leadership change at Twitter, with Parag Agrawal becoming CEO.
Enjoy the conversation!
The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this p...
2021-12-051h 00This Week in Intelligent InvestingChallenges of Forecasting in Business and Investing | Zillow‘s Retreat From iBuyingIn this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss (i) the challenges of forecasting, faced by businesses and investors alike; and (ii) thoughts on Zillow's retreat from ibuying.
Enjoy the conversation!
The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should not be r...
2021-11-2154 minThis Week in Intelligent InvestingGE and the Deconglomeration Push | Kasparov Principle as Applied to InvestingIn this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss (i) the pending breakup of GE and whether it signifies the "end of conglomerates"; and (ii) the "Kasparov Principle" as applied to investing.
Enjoy the conversation!
The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this p...
2021-11-1453 minThis Week in Intelligent InvestingGame Theory Dynamics in Consolidating Industries | Companies with Internal Investment FunctionIn this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss (i) game theory in consolidating industries, and how it fits into investment strategy; and (ii) companies with an internal investment function, and whether more companies should pursue it.
Enjoy the conversation!
The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security s...
2021-11-0753 minThis Week in Intelligent InvestingUsing Macro Data in the Investment Process | An Area Ripe for Great Investment IdeasIn this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss (i) using macro data in the investment process -- specifically, the one source of macro data Phil uses regularly; and (ii) an area ripe for interesting investment ideas: companies whose product or service is important to the customer but represents a small portion of the customer's total cost.
Enjoy the conversation!
The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of i...
2021-10-3144 minThis Week in Intelligent InvestingPositioning for Longevity in the Investment World | End of Decades-Long Bull Market in Bonds?In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss (i) positioning for longevity in the investment world; and (ii) whether we are near the end of the decades-long bull market in bonds.
Enjoy the conversation!
About the Co-Hosts:
Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to j...
2021-10-2455 minThis Week in Intelligent InvestingDavid Spiegelhalter on Risk and the Use (and Misuse) of Statistics | Suprising Market InternalsIn this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss (i) an interview with Sir David Spiegelhalter on risk and the use (and misuse) of statistics, published in the Financial Times on April 16, 2021; and (ii) a table from Morgan Stanley, showing that more than 90% of stocks have declined more than 10% from their YTD highs (>30% for Nasdaq and Russell 2000 stocks) even as the market indices remain only a few percentage points off their highs.
Enjoy the conversation!
About the Co-Hosts:
Elliot Turner is a co-founder and Managing Partner, CIO at R...
2021-10-1650 minThis Week in Intelligent InvestingDuration, Terminal Value, and FOMO | Great Investing Texts to Re-Read OftenIn this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss (i) duration, terminal value, and the "fear of mission out"; and (ii) investing articles and texts that belong in every investor's "re-read" folder.
Enjoy the conversation!
About the Co-Hosts:
Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to j...
2021-10-1051 min
The Couch with Mary CarverOn Writing, the Importance of Fiction, and Female Detectives (with Patricia Raybon)Why do we love mysteries so much? Why is fiction so important? And who are our favorite female detectives? Today I’m talking all of that and more with my friend, Patricia Raybon. ist who writes about faith and mystery, and she’s also on the (in)courage writing team with me. And, as you’ll hear in this episode, she has a lot to share with us about writing in general and mysteries in particular. That’s right. We’re talking about mysteries this week—specifically ones solved by female detectives. It’s a fun one, frien...
2021-09-2854 minThis Week in Intelligent InvestingConfidence vs. Overconfidence | Idea Generation and Getting to ”No” QuicklyIn this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss (i) confidence vs. overconfidence; and (ii) idea generation, or how to get to "no" quickly in the investment process.
Enjoy the conversation!
About the Co-Hosts:
Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to joining RGA, Elliot managed p...
2021-09-271h 01This Week in Intelligent InvestingInvestment Implications of Labor Shortages | Don‘t Miss the Big Ideas in InvestingIn this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss (i) the prevalence of labor shortages in the US and their potential investment implications; and (ii) the tendency of investors to miss the "big ideas" due to a focus on financial valuation rather than qualitative insight.
Enjoy the conversation!
About the Co-Hosts:
Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering a...
2021-09-1855 minThis Week in Intelligent InvestingWhy All News Seems to Be Good News | Sound Underwriting vs. Position ManagementIn this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss (i) why all news seems to be good news in securities markets, and whether market cycles have actually been dampened or truncated or if that is an exaggeration; and (ii) the distinction between sound underwriting and position management, as illustrated by Elliot's example of Kambi Group.
Enjoy the conversation!
About the Co-Hosts:
Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price i...
2021-09-1256 min
The Center's Studio PodcastJames R. Swensen on Dorothea Lange, Russell Lee, and the WPA Photographers in UtahAward-winning author and scholar of WPA-era photography, James R. Swensen discusses his new exhibition, Fields of Labor and Recovery: A Photographic Portrait of Utah from the Great Depression to WWII, 1936-1942. The show at the BYU Museum of Art provides an opportunity to discuss Dorothea Lange, Russell Lee, and other photographers who were sent across the United States, including to Utah, to document government programs and ultimately created the most comprehensive portrait of America ever attempted. Swensen discusses his detailed research into the lives of the photographers’ subjects, and he notes the importance of seeing patterns of history by lo...
2021-08-241h 03This Week in Intelligent InvestingSeason One Wrap: Highlighting Favorite Episodes | A Glimpse of What's to ComeIn this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic wrap up Season One of This Week in Intelligent Investing. They highlight some of their favorite episodes and provide a glimpse of what's to come in Season Two.
The podcast takes a summer break through Labor Day.
Enjoy the conversation!
About the Co-Hosts:
Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses o...
2021-07-1832 minThis Week in Intelligent InvestingScarcity vs. Abundance, and the Curation Unlock | Firestone's Law of ForecastingIn this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss (i) scarcity vs. abundance, and curation as the next big unlock; and (ii) "Firestone's Law of Forecasting" and the importance of avoiding zeros.
Enjoy the conversation!
About the Co-Hosts:
Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to j...
2021-07-031h 05
The Book Evangelists - Reading and Writing Will Save Us AllEpisode 22: The Expanse series and N. K. Jemisin's MasterclassIn This Episode
The Book Evangelists discuss The Expanse series by James S. A. Corey and a new Masterclass N. K. Jemisin Teaches Fantasy and Science Fiction Writing.
Morning Chatter
• We are not yet discussing Ursula LeGuin's A Wizard of Earthsea and The Book of Three by Lloyd Alexander. But we will.
• Lissa is enjoying Delicious in Dungeon manga with her kid.
• Marian is enjoying Hannah Swensen cozy mystery audiobooks by Joanna Fluke with her kid.
• Marian is reading the graphic novels for Comic Book Club from Roxanne Coble.
Leviathan Wakes by James S. A. Corey
Humanity has colonized the solar sy...
2021-06-3053 minThis Week in Intelligent InvestingDaniel Kahneman's "Noise" | Is Customer Acquisition Cost the New Rent?In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss (i) the idea of a noise audit in the investment process and Daniel Kahneman's new book, "Noise: A Flaw in Human Judgment"; and (ii) whether customer acquisition cost (CAC) should be considered the new rent.
Enjoy the conversation!
About the Co-Hosts:
Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and a...
2021-06-261h 09This Week in Intelligent InvestingOn Being an Emerging Manager: Experiences, Lessons Learned, Success FactorsIn this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss what it's like to be an emerging manager. Elliot and Phil share their experiences, lessons learned, and success factors.
Enjoy the conversation!
About the Co-Hosts:
Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to joining RGA, Elliot managed p...
2021-06-121h 57This Week in Intelligent InvestingAggregation of Marginal Gains | A Study of Lifetime Value CreationIn this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss (i) the concept of "aggregation of marginal gains" and related examples; and (ii) an academic study of lifetime value creation in the stock market.
Enjoy the conversation!
About the Co-Hosts:
Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior t...
2021-06-051h 06This Week in Intelligent InvestingThe Big Ideas of Investing | The Sale of Nuance: A Case Study in IncentivesIn this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss (i) the "big ideas" of investing, i.e., what could be said about intelligent investing on a single piece of paper; and (ii) the sale of Nuance to Microsoft as a case study in management incentives.
Enjoy the conversation!
About the Co-Hosts:
Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering a...
2021-05-291h 07This Week in Intelligent InvestingThe Market's Obsession With What's Next | Investing in the Unknown and UnknowableIn this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss (i) the market's focus on the next imminent thing, both in terms of companies and broader sectors, and what it means for positioning; and (ii) Richard Zeckhauser's paper on risk, Investing in the Unknown and Unknowable.
Enjoy the conversation!
About the Co-Hosts:
Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering a...
2021-05-221h 10This Week in Intelligent InvestingPersistence of Market Cap Leaders Over Time | Inflation: Transitory or Not?In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss (i) the largest companies by market cap in 1999 vs. 2021; and (ii) whether the current bout of inflation is transitory or not.
Enjoy the conversation!
About the Co-Hosts:
Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to joining RGA, E...
2021-05-151h 01This Week in Intelligent InvestingA Milestone in Corporate Access | Knightian Uncertainty | Top 20 Market CapsIn this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss (i) Twitter CFO Ned Segal joining Elliot's recent Twitter Spaces discussion, creating a potential template for other public companies and taking a step toward democratizing corporate access; and (ii) Knightian uncertainty, and (iii) Buffett's table of the top 20 companies by market cap in 1989 vs. 2021.
Enjoy the conversation!
About the Co-Hosts:
Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy s...
2021-05-081h 02This Week in Intelligent InvestingThe Distinctiveness and Future of Berkshire Hathaway | Uncertainty and Risk in InvestingIn this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss (i) the incredible long-term success story, the distinctiveness, and the future of Berkshire Hathaway; and (ii) the important distinction between uncertainty and risk in investing.
Enjoy the conversation!
About the Co-Hosts:
Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. P...
2021-05-0159 minThis Week in Intelligent InvestingEmerging vs. Established Quality | Highest-Returning Stocks of the Past DecadeIn this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss (i) emerging quality in contrast to established quality, and (ii) the highest-returning stocks of the past decade or two.
Enjoy the conversation!
About the Co-Hosts:
Philip Ordway is Managing Principal and Portfolio Manager of Anabatic Fund, L.P. Previously, Philip was a partner at Chicago Fundamental Investment Partners (CFIP). At CFIP, which he joined in 2007, Philip was responsible for investments across the capital structure in various industries. Prior to joining CFIP, Philip was an analyst in structured corporate finance w...
2021-04-241h 00This Week in Intelligent InvestingCommonalities of All-Time Great Investments | Being Polarizing as a Sign of StrengthIn this episode, co-hosts Phil Ordway and Elliot Turner lead discussions of (i) the commonalities between the best investments of all time and (ii) being polarizing as a sign and source of strength. John Mihaljevic joins the session.
Enjoy the discussion!
About the Co-Hosts:
Philip Ordway is Managing Principal and Portfolio Manager of Anabatic Fund, L.P. Previously, Philip was a partner at Chicago Fundamental Investment Partners (CFIP). At CFIP, which he joined in 2007, Philip was responsible for investments across the capital structure in various industries. Prior to joining CFIP, Philip w...
2021-04-181h 10
The Long ViewBill Bernstein: We're Starting to See all of the Signs of a BubbleOur guest this week is noted author and advisor, William Bernstein. Bill’s background and entree to finance is unique--a neurologist by training, Bill taught himself the principles of investing and asset allocation, eventually parlaying that knowledge into a successful financial advisory practice and a series of influential, critically acclaimed books such as The Intelligent Asset Allocator, The Four Pillars of Investing, If You Can: How Millennials Can Get Rich Slowly, and his latest, The Delusions of Crowds.Background BioBooks“Bernstein: ‘I Don’t...
2021-03-1040 min
Well-ReadWell-Read Episode #82 - Guilty Pleasures
When you're having a rough week (and aren't we all?), there's nothing better than sinking into a guilty pleasure read. Or is there such a thing? We'll discuss, and end with what we're reading this week.
Books and other media mentioned in this episode:
Mary Kay Andrews books
Twilight by Stephenie Meyer (buy at Bookshop)
Harry Potter series by J.K. Rowling
Fifty Shades of Gray by E.L. James (buy at Bookshop)
America's Next Top Model (TV)
Eurovision Song Contest
Hannah Swensen...
2020-11-0646 minThe Long ViewGus Sauter: Efficient Markets Are a Good ThingBackgroundGus Sauter bio Gus Sauter retirement announcement Fast Facts About Vanguard Council on University of Chicago Booth School of BusinessJack Bogle bio https://en.wikipedia.org/wiki/John_C._BogleJack Brennan bio Search for Alpha “Alpha and the Paradox of Skill” by Michael J. Mauboussin and Dan Callahan. Credit Suisse, July 15, 2013. ...
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